BEESE FULMER INVESTMENT MANAGEMENT, INC.: EW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEESE FULMER INVESTMENT MANAGEMENT, INC. on EW, newest first. How the timeline and the estimate are built.
BEESE FULMER INVESTMENT MANAGEMENT, INC. held 165,538 EW shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 165,538 sharesChange vs previous 13F +4,699 shares
0.86% of the 13F portfolio, value $14,974,567.
13F-HR 0000911274-26-000004 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 160,839 sharesChange vs previous 13F +2,019 shares
0.83% of the 13F portfolio, value $12,879,987.
13F-HR 0000911274-26-000003 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 158,820 sharesChange vs previous 13F +6,074 shares
0.88% of the 13F portfolio, value $13,539,405.
13F-HR 0000911274-26-000002 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 152,746 sharesChange vs previous 13F +12,078 shares
0.82% of the 13F portfolio, value $11,879,056.
13F-HR 0000911274-25-000010 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 140,668 sharesChange vs previous 13F +3,650 shares
0.82% of the 13F portfolio, value $11,001,644.
13F-HR 0000911274-25-000006 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 137,018 sharesChange vs previous 13F +1,281 shares
0.85% of the 13F portfolio, value $9,931,065.
13F-HR 0000911274-25-000005 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 135,737 sharesChange vs previous 13F -4,288 shares
0.86% of the 13F portfolio, value $10,048,610.
13F-HR 0000911274-25-000001 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 140,025 sharesChange vs previous 13F not available
0.79% of the 13F portfolio, value $9,240,250.
13F-HR 0000911274-24-000006 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).